Basic Materials

Barry Malone/Reuters

Company: Monsanto

Ticker: MON

Price: $120.20

Price Target: $141.00

Market Cap: $58.6B

Comment: "Increased biotech acres in S. America with stacked traits and the potential for further expansion into E. Europe via MON's hybrid seed portfolio should drive increased revenue and higher margins," wrote Credit Suisse's Chris Parkinson. "While 2015 growth will likely be below the historical average, we remain confident in a reacceleration in 2016 and beyond."

Energy/Utilities

Comment: "SunEdison's solar project business is at an inflection point of growth as the company delivers on their solar project pipeline and expands into wind and smaller-scale distributed rooftop solar projects," Credit Suisse's Patrick Jobin wrote. "The company is well positioned with significant benefits of scale, cost of capital advantages given their recently-launched YieldCo vehicle, a low-cost poly JV with Samsung and a road-map to further cost reductions."

Health Care

Comment: "While the company's patent challenge has been the main focus of investors, Celgene's pipeline is not being priced into the multiple and represents asymmetric risk on the upside," Credit Suisse's Ravi Mehrotra wrote.

Services

Comment: "Salesforce productivity has had a high correlation with Gartner's stock and contract value," Credit Suisse's Anjaneya Singh wrote. "Gartner's salesforce growth is in early innings, which should result in higher existing wallet share and new prospect conversion over time."

Source: Credit Suisse

Technology

Spencer Platt/Getty Images

Company: Facebook

Ticker: FB

Price: $79.60

Price Target: $104.00

Market Cap: $223.2B

Comment: "Our analysis leads to the following conclusions (1) FB will be able to drive revenue growth without material lift in ad loads, (2) Street models are too conservative and underestimate the long-term monetization, potential of upcoming new products, and (3) Optionality and upward bias to estimates which do not contemplate contribution from multiple other products (like Offers, 3P Mobile Ad Network, etc.)," Credit Suisse's Stephen Ju wrote.